Jeffery Acheson Promoted to Partner at Schneider Downs Wealth Management Advisors
07/01/09« Back
Schneider Downs Wealth Management Advisors, LP has announced it has promoted Columbus-based Managing Director Jeffery A. Acheson, QPFC, to Partner. Mr. Acheson oversees the firm’s wealth management practice in Columbus, Ohio, and is a leader in the firm’s overall retirement plan, executive benefit and investment advisory service areas.
“Jeff’s promotion to partner is the result of his dedication to providing clients with the highest levels of service on a consistent basis,” said Karl Kunkle, partner, Schneider Downs Wealth Management Advisors. “In addition, it reinforces our firm’s commitment to the Columbus marketplace, where Jeff has helped establish a solid presence for our firm.”
Mr. Acheson has been a driving force within Schneider Downs Wealth Management Advisors since its inception focusing on the 401(k) retirement plan, executive benefit, financial planning and investment advisory areas. He has more than 30 years of experience helping clients build wealth through personal investment advisory services and qualified and non-qualified retirement plans. Mr. Acheson has written extensively for national and regional publications and has been quoted frequently in trade publications for his expertise.
A Qualified Plan Financial Consultant (QPFC), he earned his bachelor’s degree in Business Administration and Business Education from Defiance College.
About Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors (SDWMA) was established in 2000 by the Shareholders of Schneider Downs & Co., Inc. SDWMA became a SEC Registered Investment Advisor in October 2003, but has been advising investors via other platforms and relationships since its inception in 2000.
The SDWMA Practice is divided into two units. The Personal Financial Services Group specializes in designing and managing custom investment portfolios for individuals, trusts, estates, pensions and profit sharing plans, charitable organizations and businesses. The Retirement Plan Advisory Group specializes in providing plan design, fiduciary guidance, employee education and administrative services to 401(k), 403(b), 457(b), 457(f), IRA, ESOP, cash balance, and nonqualified deferred compensation plans.